Brett Miller

Meet Brett.

Brett Miller advises business owners, including healthcare practice owners, on managing personal wealth and preparing a lasting legacy. He serves as Corient’s managing partner for Charlotte. His background includes leading the Healthcare Services Practice Group at Brightworth and helping owners connect business decisions with their financial goals.

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Areas of focus

Business owners · Healthcare professionals · Business succession

Credentials recorded in sources

CPA, CFP®

Investment minimum

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Corient

6 listed professionals

Corient is a fee-only wealth management firm serving individuals and families. Its published services combine investment management and wealth planning with wealth transfer and family office support, including tax, philanthropy, family governance, lending, and other specialized needs.

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